Whatever you need, however you like to get it — Unity's support meets you there.
Some preparers want a phone call. Some want to search a video at 11 p.m. Some want to post a question and hear how ten other offices handle it. Unity's support isn't one channel you're forced into — it's a set of them, built around how independent offices actually work, and it runs all year, not just January through April.
When you reach out, someone who knows your office answers.
No phone tree, no chatbot standing between you and an answer. One number — (904) 900-3099 — connects you to first-line help for your software, for Republic Bank, and for Unity itself. Prefer email? info@unitytaxpartners.com reaches a real person who follows up.
Bilingual first line
Software and banking support in English and Spanish.
Screen-share help
The person on the line sees exactly what you see, so you’re solving the problem together, not describing it.
Year-round, not seasonal
An IRS notice doesn’t wait for tax season, and neither does Unity.
A 24-hour support portal
Track your open cases and check the running calendar of IRS, bank, and software dates anytime.
A private network of preparers who've seen what you're seeing.
Unity runs a private Facebook group open to Unity's team and every Unity Tax Partners customer — a working community of independent preparers across the country running the exact same platform you are. It's where offices trade what's working: marketing that's landing this season, how someone handled an unusual situation, a software tip you won't find in a manual.Many of these preparers have been together for years, and they show up for each other — post a question and you'll often hear back from three offices before the day's out. And it isn't only preparers: Unity's team and Republic Bank's team are both active in the group, so a banking question often gets answered by the source, fast. For a lot of Unity offices, it's the thing they'd least want to give up.
Access is available to every Unity Tax Partners customer — it's a private community, not a public page.
Training for the moments that earn it — not a course you sit through.
You do this for a living. Unity's training is here for when it actually helps — a new hire, a new form, a law change — not a mandatory class to prove you know your job.
Live webinars through the season
Software updates, tax-law changes, and practice-growth sessions. When a big law change hits, that’s exactly when these fill up.
Beginner and intermediate return-prep training
Live sessions in the pre-season run-up, so your whole office is ready before the first return opens.
Sessions with Republic Bank
The bank’s team walks through products, funding, and what’s new for the year, and takes questions live.
One-on-one sessions
For you and your staff, when you’d rather work through something directly.
Every session is recorded and posted to Unity’s YouTube channel, so if you couldn’t make it live — or want to send a new hire back to it — it’s there when you need it.
Support that adapts to you — including reaching us directly.
There's no single "right way" to get help at Unity. Call when you want a person. Search the channel when you want to move fast on your own. Post in the community when you want the field's take. And when you'd rather just talk to Unity about your specific situation, that door is always open — a real person, who knows your business, one call or email away.
